IPW
Intergy Private Wealth’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.45M | Buy |
50,206
+88
| +0.2% | +$11.3K | 2.2% | 10 |
|
|
2025
Q1 | $5.81M | Sell |
50,118
-558
| -1% | -$64.7K | 2.21% | 11 |
|
|
2024
Q4 | $5.95M | Buy |
50,676
+442
| +0.9% | +$51.9K | 2.22% | 12 |
|
|
2024
Q3 | $6.01M | Buy |
50,234
+1,045
| +2% | +$125K | 2.29% | 12 |
|
|
2024
Q2 | $5.54M | Sell |
49,189
-163
| -0.3% | -$18.4K | 2.29% | 12 |
|
|
2024
Q1 | $5.45M | Buy |
49,352
+274
| +0.6% | +$30.3K | 2.24% | 13 |
|
|
2023
Q4 | $5.05M | Sell |
49,078
-563
| -1% | -$57.9K | 2.18% | 14 |
|
|
2023
Q3 | $4.63M | Buy |
49,641
+714
| +1% | +$66.5K | 2.31% | 12 |
|
|
2023
Q2 | $4.74M | Buy |
48,927
+623
| +1% | +$60.4K | 2.32% | 12 |
|
|
2023
Q1 | $4.45M | Buy |
48,304
+10
| +0% | +$921 | 2.49% | 13 |
|
|
2022
Q4 | $4.16M | Sell |
48,294
-2,126
| -4% | -$183K | 2.6% | 13 |
|
|
2022
Q3 | $3.98M | Sell |
50,420
-953
| -2% | -$75.2K | 2.82% | 8 |
|
|
2022
Q2 | $4.38M | Sell |
51,373
-13,714
| -21% | -$1.17M | 3.46% | 7 |
|
|
2022
Q1 | $6.59M | Sell |
65,087
-19,253
| -23% | -$1.95M | 4.6% | 5 |
|
|
2021
Q4 | $9.06M | Buy |
+84,340
| New | +$9.06M | 7.08% | 3 |
|